What the Trustee will do for you:
- Work with attorneys
- Ensure that necessary tax forms are prepared and filed properly
- Work with CPAs
- Work with the courts
- Answer questions from beneficiaries and other interested parties
- Ensure that assets that were directed to the trust are received and recorded
- Distribute the funds
- Allow all family members to grieve without having to deal with possibly divisive issues
After signing up
1) You will receive an email confirmation.
2) Within one week, you will receive a Trust certificate and instructions on how to execute the services when needed to put in your trust files – WWWB will also file copies.
3) If you have further questions, please email Dale Anderson at firstname.lastname@example.org or call 616-589-4004.
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